Exencial Wealth’s Burns On The Evolving Wealth Planning Industry

John Burns, CEO, Exencial Wealth Advisors met with Julie Cooling, Founder & CEO, RIA Channel to discuss his client-focused approach to the evolving wealth planning industry.

Burns, who joined the financial services sector straight after college, says that he recognized a “shift in the business.”  From that time, “we’ve just evolved, clients are at the focus of everything we do,” explains Burns. With a client base made up of corporate executives and business owners, Burns feels that the firm’s responsiveness, service and integrated approach has fueled growth and client referrals.

Exencial Wealth, a fee-only firm, manages over $2 billion in assets and offers comprehensive wealth planning services such as tax, estate, and debt management.

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